Shows
High Performing PracticeDavid Freitag and Bruce TannahillDavid Freitag and Bruce Tannahill are experts in income planning and Social Security income planning. We discuss several opportunities as we come out of COVID-19 that could be impactful to many of our clients. Being aware of options is too critical to miss. Links: fspgo.com ssa.gov www.journeyguideplanning.com (Do your planning first) Article: Using Social Security Filing Strategies to Address Changed Circumstances April 6 FSP Webinar2021-04-1433 min
FSPtalksFSPtalks with Rick Hellberg, President & CEO of PeterAlexander Financial ServicesRick Hellberg, CLU, ChFC, CFP, President & CEO of PeterAlexander Financial Services, joins hosts Herb Cohen and David Maola to talk about how he learned that he does not need to be perfect all the time and how that has impacted his career.2021-03-0504 minFSPtalksFSPtalks with Jack Dempsey, General Partner at Dempsey Weiss & AssociatesJack Dempsey, CLU, ChFC, MA, General Partner at Dempsey Weiss & Associates, joins hosts Herb Cohen and David Maola to talk about how playing catcher in youth baseball parallels his role as "field general" at Dempsey Weiss. 2021-03-0105 minFSPtalksFSPtalks to Lawrence Adamo, President of Lawrence Adamo Insurance ServicesLawrence Adamo, CLU, ChFC, REBC, CLTC, CFS, President of Lawrence Adamo Insurance Services, joins host Herb Cohen to discuss how the discipline he learned as a drummer translates into his practice and provides for his clients in a positive way.2021-02-2604 minFSPtalksFSPtalks with Frank Spezzano, President of IRUS Advisory CorporationFrank Spezzano, CLU, ChFC, MSFS, AEP, President of IRUS Advisory Corporation, joins hosts Herb Cohen and David Maola to discuss the imaginative, witty musicians he grew up around helps him identify with his entrepreneurial clients, allowing him to make sense of their wealth. 2021-02-2205 minFSPtalksFSPtalks with Daniel White, President at Daniel A. White & AssociatesDaniel White, CLU, ChFC, RICP, President at Daniel A. White & Associates, joins hosts Herb Cohen and David Maola to discuss how his competitive spirit benefits his clients and how working "half days", aka 12 hours, shows clients that they will always be there for them.2021-02-1904 minFSPtalksFSPtalks with Michael Kirsh, Senior Advisor at Kirsh Financial (3.10)Michael Kirsh, CFP, CLU, Senior Advisor at Kirsh Financial , joins hosts Herb Cohen and David Maola to discuss how he brings the "old school" ethics he learned from his father to work every day. 2021-02-1504 minFSPtalksFSPtalks with Bentley Heese, Retirement Income Consultant at Ash Brokerage (3.9)Bentley Heese, RICP, Retirement Income Consultant at Ash Brokerage, joins host Herb Cohen to discuss how the dedication and practice he put into his years playing alto saxophone prepared him for his career. 2021-02-1204 minFSPtalksFSPtalks with Evan Fabricant, Financial Advisor at Legacy Partners (3.8)Evan Fabricant, CLU, ChFC, RICP at Financial Advisor at Legacy Partners joins host Herb Cohen to discuss using how coaches and mentors, including his father, have impacted his personal and professional life.2021-02-0804 minFSPtalksFSPtalks with Robert Flood, Principal at LC Advisor (3.7)Robert Flood, CLU, ChFC, MSFS, Principal at LC Advisor, joins hosts Herb Cohen and David Maola to discuss how the confidence he gained during childhood helps him in working with clients to manage their risk in retirement.2021-02-0504 minFSPtalksFSPtalks with Tim Hamilton, Senior Vice President at Atlas Private Wealth Management (3.6)Tim Hamilton, CFP, CIMA, CSLP, Senior Vice President at Atlas Private Wealth Management, joins hosts Herb Cohen and David Maola to discuss how youth sports, particularly football, helped him gain footing in his career by teaching him work ethic and how to connect with people. 2021-02-0104 minFSPtalksFSPtalks with Nathan Browning, Founder of Comprehensive Executive Financial Planning Group (3.5)Nathan Browning, CFP, founder of Comprehensive Executive Financial Planning Group, joins hosts Herb Cohen and David Maola to discuss how his family's circumstances in the third grade led to a career in financial planning.2021-01-2904 minFSPtalksFSPtalks with Evan Fabricant, Financial Advisor at Legacy Partners (3.4)Evan Fabricant, CLU, ChFC, RICP at Financial Advisor at Legacy Partners joins host Herb Cohen to discuss using technology to customize communication with his retirement planning clients. 2021-01-2504 minFSPtalksFSPtalks with Rick Helbing, Financial Life Advisor at Suncoast Advisory Group (3.3)Rick Helbing, ChFC, CFP, Financial Life Advisor at Suncoast Advisory Group, joins host Herb Cohen to discuss his firm's innovative financial and practice planning services for physicians and dentists..2021-01-2204 minFSPtalksFSPtalks with Joe Elsasser, CFP, Founder and President of Covisum (2.5)Joe Elsasser, CFP, Founder and President of Covisum, joins host David Maola to discuss leadership, risk taking, the future of financial services, and the impact of technology on the industry.2021-01-2024 minFSPtalksFSPtalks with Doug Wier, President of Bettendorf Financial Group (3.2)Doug Wier, CLU, ChFC, President of Bettendorf Financial Group, joins host Herb Cohen to discuss how his childhood habits benefit his current clients and how Covid-19 has impacted his business. 2021-01-1805 minFSPtalksFSPtalks with Mike McGlothlin, Executive Vice President of Retirement at Ash Brokerage (3.1)Mike McGlothlin, Executive Vice President of Retirement at Ash Brokerage, discusses the benefits of using a broker general agent for advisors and clients."2021-01-1304 minFSPtalksFSPtalks with Lee Bethel, President of Comprehensive Benefit Services (2.4)Lee V. Bethel, CLU, ChfC, REBC, RHU, CAP, AIF, President of Comprehensive Benefit Services, Inc., joins host David Maola to discuss leadership and diversity within the financial services industry.2021-01-0728 minFSPtalksFSPtalks with Steve Parrish, Co-Director of the New York Life Center for Retirement Income at the American College of Financial Services (2.3)Steve Parrish, JD, RICP, CLU, ChFC, RHU, AEP, Co-Director of the New York Life Center for Retirement Income and adjunct professor at the American College of Financial Services, joins host David Maola to discuss leadership, organizational mission and values, and career paths. 2020-12-1628 minFSPtalksFSPtalks with Jim Aussem, shareholder at Cavitch Familo & Durkin (2.2)Jim Aussem, JD, AEP, a shareholder at Cavitch Familo & Durkin, joins host David Maola to discuss leadership, motivating employees, and the future of business. 2020-12-0225 minFSPtalksFSPtalks with Sheryl Hickerson, CEO of Females and Finance (2.1)Sheryl Hickerson, the CEO of Females and Finance, joins host David Maola to discuss leadership, being a woman in a male dominated industry, and the skills necessary to be an effective leader.2020-11-1826 minFSPtalksBill Cates Interview - Turning Referrals into IntroductionsBill Cates discusses the importance of a great introduction. 2020-08-0511 minFSPtalksBill Cates Interview - Creating Productive Referral RelationshipsBill Cates differentiates between a referral alliance, strategic alliance and center of influence. 2020-08-0509 minFSPtalksBill Cates Interview - Getting Referred UpBill Cates gives tips on how to multiply your best clients. 2020-07-2409 minFSPtalksBit by Bit - Episode 6: Final Thoughts on Cryptocurrency and Planning for Digital AssetsRobert Kirkland shares his advice for fiduciaries and his final thoughts.2020-05-2104 minFSPtalksBit by Bit - Episode 5: Gift and Estate Tax Consequences of CryptocurrencyRobert Kirkland discusses:
Estate and gift tax consequences;
Valuation and fair market value;
What the future holds for cryptocurrency;
Advice for fiduciaries
2020-05-2110 minFSPtalksBill Cates - IntroductionsReferral coach Bill Cates answers why advisors don't ask for introductions. 2020-05-0410 minFSPtalksBill Cates - Creating AdvocatesBill Cates. Creating advocates2020-05-0410 minFSPtalksBill Cates - Becoming ReferableBill Cates . Becoming referrable2020-05-0410 minFSPtalksBit by Bit - Episode 4: Tax Aspects of CryptocurrencyRobert Kirkland discusses how transactions are treated for income tax purposes. 2020-04-2705 minFSPtalksBit by Bit - Episode 3: The Planning/Fiduciary Administration of CryptocurrencyRobert Kirkland discusses how cryptocurrency can be used for goods, services and investments; the importance of documentation and management and real-life 'horror' stories from lack of planning .2020-04-2705 minFSPtalksBit by Bit - Episode 2: Private Key Ownership of CryptocurrencyRobert Kirkland continues his discussion of cryptocurrency with private key ownership.2020-04-1606 minFSPtalksBit by Bit: What is Cryptocurrency?Robert Kirkland describes when and by whom cryptocurrency was created.2020-04-0304 min